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  • Video of visit to ONP 8 comments
    Jul 22, 2010 7:52 PM | about stocks: ONP
    Released on 7/22/2010 around 1:30pm.
    From the video, ONP looks like a very large company with many employees and tons of paper products.

    wsmco.com/show.aspx


    Disclosure: Long
    Themes: Orient Paper Stocks: ONP
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  • Chinese Company Analyst
    , contributor
    Comments (136) | Send Message
     
    Thanks for sharing the video. I don't think this provides any evidence that ONP generates $111m revenue, 12% net income margins and 15x+ inventory turns, and actually contributes to the shorts' belief that ONP's facilities are commodity, lower tier plants that generate materially less revenue and profits than the company's SEC filings indicate. But the pictures are a good contribution to the discussion.

     

    Disclosure: short ONP
    22 Jul 2010, 11:08 PM Reply Like
  • Jason Tillberg
    , contributor
    Comments (1237) | Send Message
     
    Are you one of the guys who did a tour there and asked for $300k in cash and warrants in return for writing a favorable report and got declined, so are now writing unfavorable reports?

     

    wsmco.com/show.aspx video from July 2nd, about 3:30 into video.

     

    Disclosure: no position but would find that allegation despicable.
    23 Jul 2010, 08:04 AM Reply Like
  • Business Economics Analyst
    , contributor
    Comments (2565) | Send Message
     
    See my instablog for a contrary view.
    23 Jul 2010, 03:10 PM Reply Like
  • Business Economics Analyst
    , contributor
    Comments (2565) | Send Message
     
    Jason:
    would you find it despicable if ONP and its promoters are attempting to make millions from false representations regarding the company?
    23 Jul 2010, 03:13 PM Reply Like
  • Jason Tillberg
    , contributor
    Comments (1237) | Send Message
     
    Of course. Despise all forms of fraud.
    27 Jul 2010, 10:49 AM Reply Like
  • Business Economics Analyst
    , contributor
    Comments (2565) | Send Message
     
    Evidently the author of the video, Doug, has been selling his ONP shares.
    27 Jul 2010, 01:39 AM Reply Like
  • Business Economics Analyst
    , contributor
    Comments (2565) | Send Message
     
    Jason:
    what to you think of Doug of wallstreetmedia.com putting out that video of his visit to ONP and then selling his shares of ONP stock?
    27 Jul 2010, 11:30 AM Reply Like
  • apolo_11
    , contributor
    Comments (35) | Send Message
     
    seasaw64:
    what evidence do you have that Doug sold his ONP stock ?
    where did you get this info ?
    1 Aug 2010, 05:35 AM Reply Like
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